A-share Hong Kong stocks opened low and dived, and the shipping sector bucked the trend and led the rise by 268%, 6 trading days**1317%！
1. Hong Kong technology stocks collapsed intraday!
Hong Kong's Hang Seng Tech Index opened low and dived -167%, and then ** bottomed out, and by 10:34, the decline was -338%, and then began to stop falling and stabilized; Due to the poor performance of Hang Seng Technology, which also brought down Hong Kong stocks, the Hang Seng Index fell by -2 at 10:3449%, and then also began to bottom out; By 11:30 a.m., the decline of the Hang Seng Technology and Hang Seng Indices narrowed, with -27%、-2.01%。
2. The rebound of Hong Kong stocks drives A-shares!
The stabilization of A-shares came a little later, and the Shanghai Composite Index also collapsed in the morning, falling by more than 1% at one point during the session, and began to rise at 10:44 a.m.;
From the perspective of the main line of the plate, the index is still the strongest in the special assessment to resist the fall! Among them, shipbuilding led the two cities, followed by petroleum, diversified finance, telecommunications operations, electric power, aviation, etc., and the special valuation logic contrarian trend, and the performance was quite good!
3. Why did technology stocks fall?
Recently, technology stocks and pharmaceuticals have fallen the worst, and the reason for this is still the United States' ** sanctions; At the beginning, semiconductors broke half a month ago, which was inseparable from the sanctions on high-end chips of the United States; Then last weekend, Lao Mei made another ruthless move, not only artificial intelligence chips are not sold, but Chinese companies cannot use American cloud services to calculate large artificial intelligence models; This ruthless move not only brought down the US stocks, Chinese concept stocks, but also the Hong Kong technology stocks and A-share technology sectors, and the same is true for the pharmaceutical sector!
4. The shipping sector bucks the trend**268%Own**!
Last week, the ship sector not only occupies a place, but is stronger than the overall valuation of the special value, big finance also has it, and the construction class is still there; And in the past two days, the ** has fallen to a miserable point, and the ship can also buck the trend**, and today it is far ahead of the two cities! The morning sector rose 268% and the last 6 trading days**1317%。
5. Why did the performance burst into scolding!
The reason why the ship is ** again today is that the leading brother and the leading boss announced the performance forecast last night, and the net profit is expected to increase by 1470 in 202395%-1761.87%, as a result, the market exploded, saying that it seems that the performance has increased greatly, and if the non-net profit is still lost, it is expected that the non-profit will be deducted within 500 million; There is also scolding the 100 billion leader, even if the state gives subsidies, the annual net profit is only 1700 million!
6. You must be clear about the characteristics of the plate!
I talked about this in detail in the pre-market live broadcast, the logic of military manufacturing in the shipbuilding sector, one is that due to the country's secrecy policy, military manufacturing is not reflected in the performance statement, but the cost of building aircraft carriers and building all kinds of ** is really spent, and all countries make up for the cost of enterprises in the form of subsidies; Second, the customers of its own military manufacturing are also the country itself, so the cost pricing model determines that there will be no high profits.
7. The best logic of the ship!
The characteristics of the plate determine that the ship is low performance and low dividends, and those who want to pursue high profits can move to new energy, you must know that new energy has fallen worse than dogs in recent years! If you want high dividends, there is no one here, so you can only go to coal and banks; This sector can only pursue the **premium**, at least in the past two years, this sector has doubled, and it has broken through again today! Its performance can only be compared with itself!
Recently, Yingying has stepped on the main line, big finance, special valuation, shipbuilding, you will find that if you don't buy the main line, the ** has nothing to do with you, and even ** has fallen even worse. In the future**will continue to differentiate**, always only locally, stepping on the main line, even if your**can still contradict the trend**!
The follow-up of special valuation and sea, land and air will continue, and big finance is confirming that it is under pressure, ** is not over yet! The ship has ushered in a breakthrough!